Making Cents

I’ve heard you say this before, “I want to spend all of my money so that my children inherit nothing”. In reality, this doesn’t happen too often, and you’re

For those who saved and invested, one of the hardest decisions to make during your retirement may be which accounts should fund your spending. Many savers have

Unless you are a CPA who audits public companies, you’ve probably never heard of familiarity risk.  Familiarity risk are risks that you may be incurring that

There is a lot of news regarding elder abuse and the tactics used to confuse older, senior investors. According to regulators, anyone over age 60 is considered

As the calendar marches toward the final quarter of the year, there are certain financial rituals that many astute investors embrace. They routinely scour their

Many people are more concerned about preserving their wealth for the next generation than they are about their own well-being or bucket list.  Hat’s off to you

By: John P. Napolitano, CFP®, CPA, PFS, MST

 

There are many benefits to a low interest rate environment. The obvious ones are your lower cost of

By: John P. Napolitano, CFP®, CPA, PFS, MST

 

This time of year, we get a lot of questions surrounding gifts. Most of the questions are about either

By: John P. Napolitano, CFP®, CPA, PFS, MST

There are probably a few good things that may come out of the COVID situation. The most lasting of which may be a

By: John P. Napolitano, CFP®, CPA, PFS, MST

Most businesses in America are small businesses. A large portion of those small business are classified as family